Approval using a Lookup Table
Get the approver details from a Lookup Table
In this method, you can select the approvers based on rules, by looking up data from another table.
The options are explained below:
Lookup Table: This dropdown menu displays a list of tables in the connection. Select the table from which the approvers list is to be looked up/fetched.
Column Containing Approvers: Choose the column containing the approvers' email IDs.
The next step is to map the matching columns from the lookup table to their corresponding columns in the source table to join the tables.
Source Table Column to apply filter: Select the column from the source table that is also present in the lookup table.
Matching Lookup Table Column: Map the matching column from the lookup table.
You can set multiple conditions (join multiple shared columns) as needed, by clicking on Add Condition.
In the above example, each subcategory in the lookup table has a person-in-change with their Email IDs added in the 'Approvers' column. By mapping the subcategory name columns from both tables, we allow the approvers' email IDs to be fetched for each subcategory.
Default Approvers: Specify the default approvers to approve changes that do not involve the above-set conditions (subcategories with no approver details). Click Save.
Click on Preview Rules to view the approvers list for each subcategory.
You can use the Sync Rules option to sync the connected lookup table to fetch the latest data. The last sync details and the status can also be seen.
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